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What to put on an estimate for a contracting job

A good estimate answers three questions before the client asks them: what exactly will you do, what will it cost, and until when is the price valid.

What goes on it

• Your business name, phone and, if you have one, your logo.
• The client’s name and the job address.
• One line per job or material, with quantity and unit price. "Interior painting (room) × 3" is clearer than "painting".
• Tax at the rate you apply, and any discount, shown separately.
• A validity date and, if you ask for one, the deposit.
• A signature line for the client’s acceptance.

What to leave out

Vague lines like "misc." Clients question what they do not understand. If something is uncertain, say so in the notes ("price assumes no hidden damage behind the wall").

Spanish and English

If you write in Spanish and your client reads English, the estimate has to go out in English. Kobrado keeps both names for every job, so you fill it in Spanish and send the PDF in English with one tap.

Questions

Kobrado does not provide tax, legal or accounting advice. You set your own tax rates.